Payment Processing Tips


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This powerpoint created by Dydacomp concerning Payment Processing setup, as well as some valuable user tips. Dydacomp has included a variety of frequently asked questions concerning Payment Processing asked by our customers.

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Payment Processing Tips

  1. 1. Payment Processing Tips<br />
  2. 2. Tips and tricks webinar series<br />We learned your business does better when we provide training and support services<br /><ul><li> Create Awareness through Support & Training
  3. 3. Events likes these
  4. 4. Seminars
  5. 5. In Person
  6. 6. Close the consumption gap</li></ul>Fun Fact: Did you know that active Dydacomp customers that attended at least one Dydacomp training event are conducting 18% more business than those that have not?<br />Source: Technology ServiceIndustry Association<br />
  7. 7. Agenda<br />Objective – To inform you of Dydacomp Payment Processing set up and troubleshooting<br />This webinar will cover<br />Set up<br />Reports<br />Common Questions<br />Q&A<br />
  8. 8. Set up<br />Set up your account in Global Parameters ICCAS Tab<br />
  9. 9. Set up<br />Register your credit card/echeck account<br />
  10. 10. Set up<br />Set up your credit card accounts <br />
  11. 11. Credit Card Payments, 1-Pass method<br />Card Approval obtained before order is processed <br />
  12. 12. Credit Card Payments, 2-Pass Method<br />1- Card Authorized<br />Funds reserved timeframe set in ICCAS tab of Global Parameters <br />Allows Minimum and Maximum Authorization thresholds<br />2- Funds Captured after<br />Shipping<br />
  13. 13. Credit card processing <br />Batch Electronic Payment Processing<br />You can process payments one by one on the order total tab of each order<br />Or process payments in a batch setting<br />
  14. 14. Credit card processing<br />Batch Credit Card Processing<br />
  15. 15. reports<br />List Status of Pending<br />See orders in an awaiting credit card approval status<br />
  16. 16. Reports<br />List Status of Pending<br />
  17. 17. Reports<br />Credit Card Merchant Deposit <br />See information about credit card transactions<br />
  18. 18. reports<br />Credit Card Merchant Deposit<br />
  19. 19. reports<br />Journal Activity <br />See payment information<br />
  20. 20. reports<br />Journal Activity <br />
  21. 21. Common questions<br />We see a lot of support issues on payment processing<br />The next few slides will walk through some common questions that we see, and give possible resolutions<br />
  22. 22. Common questions<br />I don’t see orders in my credit card batch?<br />Use the pull down on the batch screen to sort by status<br />Also use List Status of Pending to try to see what order status the order is in<br />
  23. 23. Common questions<br />I see a credit card inquiry screen, what do I do?<br />The Credit Card Inquiry window appears when MOM does not know the status of a transaction due to some sort of problem. <br />
  24. 24. Common questions <br />If you receive this window, you do not need to obtain a voice approval. You should search for the transaction in your payment gateway<br />If the transaction does not appear in Authorize, then resubmit the transaction. <br />If the transaction does appear in, then review the details of the transaction. In MOM, choose the Complete Transaction option and enter in the approval number and the transaction ID<br /> Note: You must choose the appropriate option. If you pick the incorrect option, you will either charge the customer twice or not charge the customer at all. <br />
  25. 25. Common questions<br />Why do I see a resubmit window?<br />Occurs when you receive a “Card Declined” message. You can either try to submit the transaction again via the resubmit option or you can call in for a voice approval<br />
  26. 26. Common questions<br />How do I obtain a voice approval?<br />Call the 800 number on the bank statement and ask for an approval code<br />Then enter in the voice approval screen<br />
  27. 27. Common questions<br />I can’t find an order in our payment gateway<br />Search by credit card number instead of just order number<br />
  28. 28. Common questions<br />I don’t want to see full credit card numbers on our reports, due to PCI Compliance. How do I accomplish this?<br />Global Parameter Misc Tab<br />
  29. 29. Common questions<br />Why would I want to authorize an additional amount?<br />Example - To cover changes to shipping charges <br />
  30. 30. COMMON QUESTIONS<br />Christine, I learn a lot at these sessions but want to learn more<br />Online Webinars<br />Live<br />Recorded<br />Attend Training in NJ<br />Have us onsite<br />Maintain Support<br />Look at new Platinum BusinessOperations Option<br />Includes Once/Quarter Review <br />
  31. 31. Enhancements in M.O.M. 7<br />Gift Cards<br />Process gift card transactions for physical and egift cards<br />PCI Compliance <br />Process payments securely <br />
  32. 32. Question & Answer<br />Payment Processing<br /><br />800 858 3666 x729<br />Support<br /><br /><br />973 237 0300<br />Training in NJ<br />September 22-24<br />Sales<br /><br />800 858 3666<br />